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United Financial Planning Group’s McKesson MCK Stock Holding History

United Financial Planning Group’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Buy
12
+10
+500% +$8.93K 0.01% 207
2025
Q4 		$1.64K Buy
+2
New +$1.63K ﹤0.01% 340

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Financial Planning Group's MCK Position: Q1 2026 in Review

United Financial Planning Group increased its McKesson (MCK) stake by 500% in Q1 2026, buying an estimated $8.93K and bringing the position to 12 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #207.

United Financial Planning Group first reported a position in MCK in Q4 2025 and has held it in 2 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • United Financial Planning Group held 12 shares of McKesson worth $10.4K as of Q1 2026.
  • United Financial Planning Group bought 10 McKesson shares in Q1 2026, an estimated $8.93K.
  • McKesson made up 0.01% of United Financial Planning Group's portfolio in Q1 2026, its #207 holding.
  • United Financial Planning Group first reported a position in McKesson in Q4 2025 and has held it in 2 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.